top of page
Home: Welcome
My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

Search

"Worst economy ever"? Not even close!
Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.
tim@emorningcoffee.com
Feb 266 min read
86
0

Cars, tariffs and social security "fraud"
This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs
tim@emorningcoffee.com
Feb 197 min read
30
0

Balance of payments, trade and tariffs
The week started with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded
tim@emorningcoffee.com
Feb 69 min read
70
0

American Exceptionalism
Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.
tim@emorningcoffee.com
Jan 813 min read
64
0

The US election aftermath: the morning after
This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.
tim@emorningcoffee.com
Nov 7, 20243 min read
14
0

The US election: things you should know
Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on
tim@emorningcoffee.com
Nov 3, 20244 min read
50
0

Three key election issues: immigration, inflation and abortion
There are many important issues in the US Presidential election, but none more so perhaps than immigration, inflation, and abortion.
tim@emorningcoffee.com
Sep 25, 202410 min read
82
0

US deficits / debt soar; should you care?
US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?
tim@emorningcoffee.com
Jun 25, 20246 min read
93
0

Midweek update: Apple, CPI/FOMC, GME
We have some US data coming that might matter today (CPI), but the FOMC will sit tight (also today). Discusses Apple's run and GameStop.
tim@emorningcoffee.com
Jun 12, 20247 min read
24
0
Home: Blog2
bottom of page